Nancy Peed

1. Community
2. SafeSend Suite - Feature Requests
3. Extensions - Client able to sign extensions on their mobile device

Yes- we also had a lot of issues with this on Tax Day when things are very urgent! 

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• Created April 16, 2025 20:27
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Clients Not Leaving "Uploads" List When Downloaded

We are having the same issues- why change the things that were working great? Extremely inefficient this year and we have a lot of new hires, so this has been BEYOND frustrating. Please fix this! 

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• Created February 07, 2025 21:23
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizers

Also, very much agree with Kim- I think before anything else is changed or fixed, the: "Finished all Items" button or something similar is VITAL!!!!! 

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• Created January 21, 2025 19:29
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizers

100%- THIS. We had a very hard time with this last year as well. 

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• Created December 19, 2024 22:30
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Allow Clients to Turn Off Reminders

We also deal with this on a daily basis- I think this is a wonderful idea! 

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• Created June 26, 2024 14:55
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer - Do Not Allow Pictures of Documents

This would be SO HELPFUL for us!!!! 

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• Created April 16, 2024 22:01
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange - Details of Sent Documents

I also have had a lot of confusion due to number 2. Thanks!

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• Created March 23, 2024 20:11
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Custom Questions and Organizer are no longer one step

This! Organizers has been a nightmare for us this year due to this. They cannot seem to get past the Custom Questions and by the time they call us, they are extremely frustrated and just ask for a ...

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• Created February 23, 2024 18:48
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Paper-Filed Return Delivery

Agreed! This would be so helpful!!! 

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• Created January 26, 2024 15:49
• 0 votes